1. In the top right hand section of the Case Details click the "plus" icon in the Tasks header.
2. In the pop-up window enter the description of the task in the "Task" field, who the task is assigned to (admins can select from themselves and investigators), the due date, if you want a specified time for the task, and whether or not you want an email reminder for the task and what day the reminder will be sent to you on (reminder will be sent to the email address on file for the assigned admin/investigator). Then click save task.
2b. Tasks can also be assigned to specific account inside the CRM. The same exact fields are generated with these with a few extra such as: specific contact (optional), comment section, status, priority, and a recurring option.
